About the job Assistant Account Executive (data entry)
Support Account Executives in managing new and existing insurance accounts, ensuring efficient processing, accurate documentation, and excellent client service.
Key Responsibilities
- Assist Account Executives with:
- New business accounts
- Policy renewals
- Quotations preparation
- Claims management and follow-ups
- Pre-renewal reports and documentation
- Policy documentation and file audits (data accuracy)
- Process transactions using iAnyware and Ebix/Sunrise systems
- Generate and distribute reports
- Respond to enquiries from clients and stakeholders
- Liaise with underwriters and internal teams
- Support invoicing and month-end requirements
- Perform other administrative tasks as required
Qualifications